Managing reference data
The topics in this section describe reference data that supports entity types and relationships between parties.
Entity types
Pega Client Lifecycle Management for Financial Services comes with reference data that supports different entity types. The data entity is stored in two different tables of the database. Use the following database tables to add entity types that you might need to manage in the applications.
| Data entity | Database table | Description |
|---|---|---|
| Entity types | fsf_ref_partysubtype | List of all entity types in the system. For example, Bank, Mutual Fund, Insurance Company, and so on. |
| Entity types per party | fsf_ref_partysubtypexref | List of entity types per party type (organization or fund). For example, Bank can be used for organizations while Mutual Fund can only be used for funds. |
To closely resemble the structure of financial institutions, reference data about entity types is enhanced. During this enhancement process, some entity types and relationship codes and their attributes are removed from the application reference data as they are no longer applicable. Removed data does not appear in new installations. In the environments that are upgraded from previous versions of the application (8.2 and earlier), you need to filter out the deprecated entity types and relationship codes during retrieval make them unavailable to the users.
If your organization needs to use some of the removed codes, you can adjust the PegaFS-Int-FSF_REF_PARTYSUBTYPEXREF.IsRecordSetAsDeleted rule, which applies to the D_PartySubTypeXRefDescSummary entity type.
Relationship codes and roles
Pega Client Lifecycle Management for Financial Services comes with reference data that supports different relationships between parties. The data entity is maintained in the following database tables:
| Data entity | Database table | Description |
|---|---|---|
| Relationship codes | fsf_relcodes | All the relationship codes and their categories irrespective of party type, for example, Primary Contact, Beneficial Owner, and so on. |
| Relationship codes per party | sf_partyrelcodexref | The role codes based on party types (individual or entity), for example, show Beneficial Owner only for individuals). |
| Relationship code attributes | fsf_partyrelatttype | All reference data of attributes based on the relationship code, for example, the percentage of ownership for a Beneficial Owner. |
You can add additional values to these tables to make them immediately available in your application. The following tables list the data pages to use to retrieve this data:
Relationship codes
| Data page | Description |
|---|---|
| D_RelCodeSummary | Retrieves all relationship codes |
| D_RelCodeOpen | Opens a particular relationship code |
| D_GetRelType | Fetches a list of relationship types and their descriptions |
Relationship codes per party
| Data page | Description |
|---|---|
| D_PartyRelCodeXRefOpen | Opens a particular code and party type |
| D_PartyRelCodeXRefSummary | Retrieves a list of relationship codes based on the party type |
Relationship code attributes
| Data page | Description |
|---|---|
| D_PartyRelAttribTypesOpen | Opens a particular attribute |
| D_PartyRelAttribTypesSummary | Retrieves a list of attributes based on the relationship code |
To closely resemble the structure of financial institutions, reference data about the modeling of relationships (codes and their attributes). During this enhancement process, some entity types and relationship codes and their attributes are removed from the application reference data as they are no longer applicable. Removed data does not appear in new installations. In the environments that are upgraded from previous versions of the application (8.2 and earlier), filter out the deprecated entity types and relationship codes need to be filtered out during retrieval to make them unavailable to the users.
Relationship codes
| Data entity | Filtering rule |
|---|---|
| D_RetrieveRelcodeByCategoryAndDesc | PegaFS-Int-FSF_RELCODES. |
| IsRecordSetAsDeleted |
Relationship code attributes
| Data entity | Filtering rule |
|---|---|
| D_PartyRelAttribTypesSummary | PegaFS-Int-FSF_PARTYRELATTTYPE. |
| IsRecordSetAsDeleted |
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